North America News

TIS: 75% of FIA indices deliver positive returns

North America | Industry

20 Feb 2024 by Summer Wang

In 2023, 168 of the 225 indices tracked by The Index Standard (TIS) posted a positive return, adding to the momentum for fixed index annuities (FIAs).

Credit Suisse dodges ETN lawsuit

North America | Regulations & Legal

15 Feb 2024 by SRP News

The Second Circuit Court of Appeals of the US has dismissed a class action lawsuit brought by retail investors over the delisting of a Credit Suisse exchange-traded note (ETN).

BofA indices gain traction with new Rila player

North America | Indices

14 Feb 2024 by Summer Wang

F&G Annuities & Life has entered the US registered index-linked annuity (Rila) market with three indices developed by BofA Securities.

UBS US sales up 8%, single stocks dominate

International | Industry

13 Feb 2024 by Summer Wang

The Swiss bank continues to differentiate itself with concentrated single stock underliers in the US structured note market.

MerQube, QueensField launch AI-powered indices

International | Indices

13 Feb 2024 by SRP News

The US index technology provider aims to outperform traditional benchmarks with the new index family.

Spotlight on… US risk control with decrement in focus

North America | Indices

09 Feb 2024 by SRP News

The risk control underlying co-developed by MerQube and J.P. Morgan has had a strong start of the year.

BofA’ sales up by 40%, average ticket size halved

North America | Products

06 Feb 2024 by Summer Wang

The sales of US structured notes by Bank of America (BofA) increased by 39.9% in the US in 2023 despite smaller ticket sizes.

MS US sales fall, single stocks gain ground

International | Products

05 Feb 2024 by Summer Wang

Sales of structured products in the US at Morgan Stanley dropped by 5.9% in 2023.

Solactive remains dominant in Canada, eyes US annuity market

North America | Industry

01 Feb 2024 by Summer Wang

The Frankfurt-headquartered index provider is developing new decrement index solutions featuring technology and single stocks targeted at the Canadian market.